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Portfolio Manager & Business Development Officer

Company: Bank of Ann Arbor
Location: Ann Arbor
Posted on: May 10, 2022

Job Description:

Job Description:
Who We AreBank of Ann Arbor is one of the nation's best financial institutions, serving the Southeast Michigan area for over 25 years! At Bank of Ann Arbor, we help our clients succeed financially. We serve our clients with a purpose and a passion, and our talented team delivers uncompromised value with every interaction. It is the mission of Bank of Ann Arbor to be a dynamic, growing and sustainable community bank that is the premier financial institution within the markets it operates; it will be owned by individuals in its markets, managed locally, and responsive to the needs of its communities. The Bank will serve and partner with its customers and communities to achieve their financial goals through high quality products delivered by energized employees and through community service comprised of donations, time, and leadership. Our employees are valued and will work in a culture that invests in their development and rewards their positive contributions.Who You AreYou have a real passion for investments and your client relationships! The Portfolio Manager & Business Development Manager plays a key role in developing and fostering relationships with our clients and meeting their wealth planning needs. In this role, you are responsible for the sales and service of an integrated wealth management solution, with a focus on investments, to clients and prospects of Bank of Ann Arbor. You demonstrate an extensive understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. Starting with an existing portfolio, this associate will be part of a team focused on growing investments through new business development and effectively executing the wealth management strategies across our client-base.Who You Are

  • Provide excellent investment management services designing, reviewing and recommending changes to mutual funds platform available to taxable and tax deferred assigned clients and trust clients.
  • Generate sales leads through research, centers of influence and personal contacts and provide value added relative performance to portfolios.
  • Prepare Investment Policy Statements as appropriate and perform investment account reviews to ensure compliance with regulations
  • Assist with on-going review and recommended changes to BOAA Buy List(s) and strategic initiatives to broaden the Trust and Investment Management Group's products/services.
  • Provide support to the Administration staff in achieving department goals including new business presentations, existing client presentations, and customer relationship management.
  • Participate in community affairs to increase the Bank's visibility
    Required Experience:
    Your Knowledge and Experience
    • Bachelor's degree in Business or Finance preferred, or equivalent work experience.
    • 5 years' experience working within the financial industry.
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussion.
    • Demonstrated ability to grow your client investments
    • Working knowledge of Trust Operations functions, including a specific background in the trust industry processing of securities and trust accounting system protocol.
    • Advanced knowledge with MS Office (Excel, Word, Adobe, PowerPoint).
    • Able to analyze processes, make recommendations for efficiency improvements, and complete frequent problem-solving steps.
    • Prioritize responsibilities and work effectively with internal associates as well as occasional client contact.
    • Ability to work independently with minimal supervision and interact with associates, outside vendors, processing contacts, and occasional direct client contact
    • Ability to be in the office full-time
      From: Bank of Ann Arbor



      Benefits:What We OfferA great place to work! At Bank of Ann Arbor, we help our clients succeed financially. We serve our clients with a purpose and a passion, and our talented team delivers uncompromised value with every interaction.We inspire fresh ideas, bold creativity, and outside-the-box ingenuity by asking, "How can we do banking differently?" We celebrate individual achievement and excellence with proud recognition and upward opportunity.We work together in a spirit of "together we can" teamwork, mutual respect, and a unified effort to reach common goals. We work hard but we are fortunate to do it in an atmosphere that's upbeat and fun. We live our passionate community commitment to strengthen, educate, and elevate the prosperity of the communities we're proud to call home. Our culture has also been positively influenced by our nationally recognized wellness program. Crain's Detroit Business magazine included Bank of Ann Arbor on its list of Healthiest Employers in Southeast Michigan.If you like to work with passion and purpose, collaborate, elevate, and celebrate, Bank of Ann Arbor is the place for you. We don't call ourselves the World's Best Bankers for nothing. We are the leaders and best at what we do.Bank of Ann Arbor is one of the nation's best financial institutions, serving the South East Michigan area for over 25 years.Comprehensive benefits package to include Medical & Prescription, Dental, Vision, Competitive 401K with match, PTO, Wellness program, Free Banking Products and Dog Days!

Keywords: Bank of Ann Arbor, Ann Arbor , Portfolio Manager & Business Development Officer, Executive , Ann Arbor, Michigan

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